Added to YB: 2025-12-29
Pitch date: 2025-12-24
QXO [bullish]
QXO, Inc.
-1.76%
current return
Author Info
No bio for this author
Company Info
QXO, Inc. distributes roofing, waterproofing, and other building products in the United States. It offers asphalt, metal roofing, wood roofing, tile roofing, slate roofing, roofing accessories, and roofing insulation products; vinyl siding, aluminum siding, steel siding, fiber cement siding, wood and composite siding, trim and accessories, and gutters and accessories; built-up roofing, modified roofing, EPDM roofing, PVC roofing, and low-slope metal roofing; as well as air and vapor barriers, fluid-applied products, repair and protection solutions, and membrane waterproofing products.
Market Cap
$14.5B
Pitch Price
$21.62
Price Target
N/A
Dividend
N/A
EV/EBITDA
39.86
P/E
-42.25
EV/Sales
3.70
Sector
Trading Companies and Distributors
Category
growth
CEO SERIES — Brad Jacobs (QXO)
QXO: Jacobs building distribution platform via acquisitions like Beacon Roofing. Targets fragmented $800B+ building products market with operational standardization - centralized pricing, procurement, inventory mgmt to stop 'leakage.' Risk: integration debt & cycle timing. Bull case: becomes infrastructure default with pricing power & cash generation once system disciplines installed across network.
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